Agentic Intake Triage Offer (10-14 days)
A fixed-scope deployment that puts a pre-built agent in front of inbound leads, support tickets, or document queues, then wires its output into the client's CRM, calendar, and review cycle. Priced as a setup fee plus a monthly retainer for monitoring and tuning. Time: 10-14 days.
By InnovaAI ResearchPublished
How do you implement it?
Agentic Intake Triage Offer (10-14 days)
A fixed-scope deployment that puts a pre-built agent in front of inbound leads, support tickets, or document queues, then wires its output into the client's CRM, calendar, and review cycle. Priced as a setup fee plus a monthly retainer for monitoring and tuning.
- Client grants read/write access to the target system of record (CRM, helpdesk, or inbox) with a named internal owner for escalations. A sample of at least 200 historical records exists so routing rules can be tested against real edge cases. The client agrees to a two-week parallel-run window where a human still reviews agent output. One internal champion is available for 30 minutes daily during build week. Data handling terms are signed before any client record is passed to a third-party model provider.
- 1.Map the current intake path from first touch to human owner, timing each handoff
- 2.Count weekly volume and classify the top five request types by frequency
- 3.Confirm which system of record the agent must write back into
- 1.Select the pre-built agent that matches the dominant request type rather than the broadest feature list
- 2.Document the two or three fields the agent must extract for downstream routing
- 3.Agree on escalation triggers that hand a conversation to a human
- 1.Connect the agent to the client's inbox or queue in a sandbox environment
- 2.Load the client's tone, policy, and pricing documents as grounding context
- 3.Run the first 50 historical records through and log misclassifications
- 1.Rewrite routing rules against the misclassification log
- 2.Set confidence thresholds so low-certainty items route to a human by default
- 3.Draft the client-facing disclosure that an agent handles first response
- 1.Wire the agent's structured output into the CRM or helpdesk via the automation stack
- 2.Create a fallback path for records the agent cannot parse
- 3.Test the full loop end to end with 20 live records
- 1.Instrument logging so every agent decision is traceable to an input record
- 2.Build a one-page dashboard showing volume handled, escalation rate, and time saved
- 3.Review the first 24 hours of live traffic with the client champion
- 1.Tune prompts and thresholds based on the first week of escalations
- 2.Add the two most common edge cases to the agent's handling rules
- 3.Confirm the human review step is still catching anything the agent misroutes
- 1.Document the operating procedure the client's team follows when the agent escalates
- 2.Train two client staff members on reading the dashboard and flagging bad output
- 3.Set the weekly review cadence that the retainer will cover
- 1.Run a full-volume day with human review reduced to spot checks
- 2.Compare agent throughput against the pre-deployment baseline
- 3.Log any client policy the agent violated and patch the grounding documents
- 1.Deliver the handover pack with routing rules, escalation matrix, and dashboard access
- 2.Present the measured time-to-first-response change against the day-one baseline
- 3.Agree the retainer scope: monitoring hours, tuning cadence, and response time for fixes
The agent license itself is a commodity line item that any client could buy directly, so the agency margin sits in the wiring: mapping the client's routing rules, connecting the system of record, and owning the escalation path. That integration work is specific to each client's stack and cannot be copied between accounts, which is what justifies a setup fee plus an ongoing retainer rather than a one-time tool resale. Retainer pricing holds because agent output drifts as client policies and volumes change, and someone has to watch it.
- Routing rule document mapping each request type to an owner and an escalation trigger
- Live agent connected to the client's system of record with logging enabled
- One-page performance dashboard covering volume handled, escalation rate, and response time
- Operating procedure for client staff covering escalation handling and bad-output flagging
- Handover pack with access credentials, grounding documents, and the retainer scope
The agent has processed one full business day of live intake with human review reduced to spot checks, and the client's named owner has signed off on the dashboard numbers and the escalation matrix.